Dorchester Wealth Management »

Novartis shares owned by Dorchester Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Dorchester Wealth Management from 13F filings

Historical chart of Dorchester Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Dorchester Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Dorchester Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 2.8k 115.02
2024-06-30 $303k 2.8k 106.46
2024-03-31 $285k 2.9k 96.73
2023-12-31 $297k 2.9k 100.97
2023-09-30 $300k 2.9k 101.86
2023-06-30 $297k 2.9k 100.91
2023-03-31 $271k 2.9k 92.00
2022-12-31 $267k 2.9k 90.72
2022-09-30 $224k 2.9k 76.06
2022-06-30 $249k 2.9k 84.55
2022-03-31 $285k 2.6k 109.62
2021-12-31 $261k 3.0k 87.58
2021-09-30 $244k 3.0k 81.88
2021-06-30 $281k 3.1k 91.23
2021-03-31 $263k 3.1k 85.39
2020-12-31 $316k 3.4k 94.33
2020-09-30 $291k 3.4k 86.87
2020-06-30 $301k 3.5k 87.25
2020-03-31 $284k 3.5k 82.32
2019-12-31 $303k 3.2k 94.69
2019-09-30 $271k 3.1k 87.00
2019-06-30 $284k 3.1k 91.17
2019-03-31 $223k 2.3k 96.12